+3.2%
HAL vs AFL
+300.4%
-297.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.6% | -2.6% |
| 7D | -3.3% | -3.3% | 0.0% | -0.4% |
| 30D | +7.2% | -5.0% | +12.2% | +11.9% |
| 3M | -8.8% | -1.8% | -7.0% | -8.1% |
| 6M | +3.0% | +4.8% | -1.9% | -2.8% |
| YTD | +29.4% | +5.4% | +24.0% | +20.8% |
| 1Y | +62.8% | +9.0% | +53.8% | +46.7% |
| 3Y | -6.4% | +63.0% | -69.5% | -45.5% |
| 5Y | +103.6% | +134.5% | -30.9% | -18.2% |
| All | +3.2% | +300.4% | -297.2% | -69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AFL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling